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Gries Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Gries Financial’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$2.27M Buy
11,127
+19
+0.2% +$3.78K 0.36% 57
2025
Q2 		$2.16M Buy
11,108
+61
+0.6% +$11.3K 0.39% 57
2025
Q1 		$2.08M Sell
11,047
-7
-0.1% -$1.33K 0.4% 49
2024
Q4 		$2.05M Buy
11,054
+270
+3% +$51.8K 0.36% 58
2024
Q3 		$2.05M Buy
10,784
+733
+7% +$134K 0.38% 63
2024
Q2 		$1.75M Buy
10,051
+191
+2% +$33.4K 0.36% 76
2024
Q1 		$1.77M Sell
9,860
-84
-0.8% -$14.2K 0.3% 92
2023
Q4 		$1.64M Buy
9,944
+102
+1% +$15.8K 0.36% 75
2023
Q3 		$1.49M Buy
9,842
+292
+3% +$46.3K 0.4% 72
2023
Q2 		$1.51M Buy
9,550
+148
+2% +$22.6K 0.42% 68
2023
Q1 		$1.43M Buy
9,402
+41
+0.4% +$6.33K 0.42% 67
2022
Q4 		$1.42M Buy
9,361
+479
+5% +$71.7K 0.47% 71
2022
Q3 		$1.21M Buy
8,882
+63
+0.7% +$9.47K 0.51% 60
2022
Q2 		$1.28M Sell
8,819
-147
-2% -$23K 0.61% 52
2022
Q1 		$1.49M Buy
8,966
+27
+0.3% +$4.43K 0.55% 58
2021
Q4 		$1.5M Buy
8,939
+1,058
+13% +$173K 0.61% 42
2021
Q3 		$1.23M Buy
+7,881
New +$1.26M 0.39% 78

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gries Financial's IWD Position: Q3 2025 in Review

Gries Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 0.17% in Q3 2025, buying an estimated $3.78K and bringing the position to 11,127 shares worth $2.27M. The position accounts for 0.36% of the portfolio, ranked #57.

Gries Financial first reported a position in IWD in Q3 2021 and has held it in 17 quarters since. 1,753 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

  • Gries Financial held 11,127 shares of iShares Russell 1000 Value ETF worth $2.27M as of Q3 2025.
  • Gries Financial bought 19 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $3.78K.
  • iShares Russell 1000 Value ETF made up 0.36% of Gries Financial's portfolio in Q3 2025, its #57 holding.
  • Gries Financial first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 17 quarters since.
  • 1,753 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.